Toolkit

In this toolkit, you will find a range of resources to assist with financial planning and superannuation matters.

Your legal obligations and membership obligations are outlined in detail in the following sections:

Financial planning checklists

For super, tax returns and statements of advice.

Access checklists

Financial planning templates

Contains a range of statement of advice templates.

Access templates

Financial planning forms

To assist with self-managed super funds (SMSF).

Access forms

Financial planning guides

Guides for areas associated with financial planning.

Access guides

Guidance notes

To assist you when advising on selected issues.

Access guidance notes

Financial planning letters

A range of letters to help with superannuation and SMSFs.

Access letters

Contact

For matters relating to financial planning email finplan@cpaaustralia.com.au

If you are a member of CPA Australia and would like to make a comment or raise a query in relation to financial planning complete our online member queries and complaint form.